Create Self-Billing Invoice
Explanation
One of the options from the
Receiving Advice window is to
automatically create, match and send supplier self-billing invoices. Use this
activity to initiate automatic creation and matching of supplier self-billing
invoices based on receiving advice. It is possible to create a single
self-billing invoice including all the lines in a given receiving advice.
Quantities returned (for rework and credit) and supplier owned
scrapped quantities will not be invoiced, and charges will not be included in the invoice.
Prerequisites
- The receiving advice type must be Approved Goods.
- The receiving advice must be in status
Communicated.
- The Allow
Self-Billing check box in the Supplier/Purchase/ Message
Default tab must be selected.
- If a receipt line in a receiving advice has already been invoiced,
it will not be included in the self-billing invoice, unless there is still
some quantity left to be invoiced. If the quantity invoiced is equal to or higher
than the received quantity, that receipt will not be included in the
supplier self-billing invoice.
- The invoice number series must have been defined for the invoice series
connected to the invoice type RASUPPINV. Note: Though the invoice series RA
is connected to this invoice type by default, it is possible to manually
connect another invoice series.
- If you want to be able to specify an invoice date,
you must have entered a value in Date Until field of the
Receiving Advice window.
System Effects
- A single supplier self-billing invoice is created,
which will include all receipt lines of the receiving advice that need to be
invoiced. The Self-Billing Invoice check box on the
Receiving
Advice window header will become selected.
- When the invoicing supplier is different from the supplier on the
purchase order header, a separate invoice is created for each of the
invoicing suppliers.
- Credit invoices will be expected only for
quantities returned after the invoice is created, as quantities returned
will not be included in the invoice.
- The invoice number of the supplier self-billing
invoices created, will be according to the invoice number series defined for
the invoice series attached to the supplier self-billing invoice type
RASUPPINV.
Window
Receiving Advice
Related Window Descriptions
Receiving Advice
Receiving Advice/Connected Receipts
Procedure
- Open the
Receiving Advice window and
query for the relevant receiving advice.
- Right-click on the header and then click Create
Invoice.
- In the
Create Self-Billing Invoice
dialog box that appears, enter a date in the Invoice Date field which
is after the date in the Date Until field of the
Receiving
Advice window. The default value will be the system date (today's date). Click
OK.
Note: If the delivery date has been specified as
the supplier invoice tax liability date in the Tax Liability Date Control
window for a tax code, the supplier invoice must be entered manually and the
self-billing invoice creation process will be stopped with an error.